Legacy Leaders Network

Tips of the week!

Trivia Question❓

In 1945, which world leader left behind a series of personal writings known as the “Letters to His Daughter,” intended to convey his experiences, lessons, and hopes for the next generation?

Answer at the bottom of the newsletter

Creating Legacy Letters: A Tool for Emotional Wealth Transfer

Most legacy plans focus heavily on tangible assets — property, investments, insurance, and business interests. But the most enduring part of someone’s legacy often isn’t found in numbers or legal documents. It’s found in their words, their stories, and the wisdom they leave behind. That’s where legacy letters come in — a simple, yet powerful tool to help clients pass down emotional wealth alongside financial wealth.

A legacy letter, sometimes called an “ethical will,” is a heartfelt message written to loved ones. It’s not legally binding, and it’s not about instructions or directives. It’s about connection. A legacy letter gives clients a chance to express their values, share life lessons, recount meaningful experiences, and offer hopes for the future. For many families, these letters become treasured heirlooms — even more cherished than the assets being passed down.

As an advisor, you’re in a unique position to introduce this concept. Most clients have never heard of a legacy letter, and even those who have rarely take the time to write one. You can help by normalizing the practice and framing it as a vital part of a complete legacy plan. The conversation can start simply: “Have you considered writing something to your loved ones that shares the story behind your choices, values, and hopes?”

Encouraging clients to write legacy letters does more than preserve their wisdom — it deepens your relationship with them. You become more than a planner or advisor; you become a guide through one of the most meaningful acts a person can do. And by helping your clients capture their voice and vision in writing, you reinforce the emotional purpose behind the financial strategies you’ve built together.

Legacy letters can take many forms: a message to a child about the importance of kindness, a letter to a spouse about shared memories, a reflection on overcoming adversity, or a simple expression of gratitude and love. There’s no right way to write one — only the intention to leave behind something heartfelt and human.

In the end, legacy isn’t just about what you leave to someone. It’s about what you leave in them. Legacy letters help bridge that gap, ensuring that your clients’ values live on in the lives they’ve touched — long after the ink has dried on their estate documents.

Upcoming Legacy Webinar: Family Rituals & Ceremonies That Preserve Values

Learn how to create meaningful rituals that pass on values, strengthen identity, and bring your family closer together. Join estate planning expert Stan Miller for this free, one-hour session on how to use tradition to shape your legacy.

📝 September 25th, 2025 | 12PM - 1PM ET | Zoom
➕ Live giveaway: 5-star resort stay!
🌐 Register Now

💡 Answer to Trivia Question:

Winston Churchill.